Course Outline

  • 1
  • 2
    Welcome
    • Let's get started with a few questions
    • Next steps
  • 3
    Building your capsule wardrobe - The Basics of investing
  • 4
    Choosing the right heel height - Understanding Risk
    • How do you feel about investing and how much risk do you need to take when investing?
    • Workbook
  • 5
    Choosing the right brand & shopping experience - Understanding Shares & Funds
    • Shares - Jargon Busting!
    • Workbook
    • Putting the fun back into 'Funds!'
  • 6
    How to avoid the fashion faux-pas - How our own behaviours can lead us to make bad decisions & how to stop them!
    • Workbook
    • Investment biases - Introducing the 6 money habits, self attribution, anchoring, loss aversion & hindsight bias
    • Investment Biases - Trend-chasing & Ethical investing
  • 7
    Choosing the right storage solution - ISAs and Pensions
    • How to choose the right storage solution
    • Pensions
    • ISAs
    • Unwrapped Funds and tax
    • Make sure your pension goes to the right person - Reading
    • Workbook - Pensions
    • Workbooks - ISAs & Other Savings Accounts
  • 8
    Planning your shopping spree - When is the best time to invest
    • When is the best time to invest and what are the benefits of investing monthly?
    • Planning Your Shopping Spree Workbook
  • 9
    Talking fashion sense - What is the Stockmarket, Active Vs Passive and Asset Classes
    • Choosing your favourite department store - What the Stockmarket is
    • Designer or high street - Active Vs Passive Funds, Index Funds and Exchange Traded Funds
    • Quick fashion fix or timeless investment - Different types of shares/funds
    • Grabbing your flip flops and boots - Different asset classes
  • 10
    Ethical Investing
    • Aligning your values and your ethics
    • Ethical Investing PDF
  • 11
    The Walkabout - Choosing the right platform and company - Getting started
    • How to buy an investment - let's get you started
    • DIY Investing
    • Attitude to risk
    • Reviewing your investments
    • What have you decided so far?
  • 12
    Polish and re-heel - What next, Assessing Performance and 7 Top Tips
    • Once you are invested, what do you do next?
    • Assessing performance
    • My 7 Top Tips for Investing
    • 7 Top Tips for Investing PDF
  • 13
    Designer price tag or bargain hunter - Understanding charges
    • Which is best- expensive or cheap & understanding charges
  • 14
    Next Steps
    • Recommended Book List
    • Ask any questions in the Facebook Group